Florian Grünberger Senior Analyst - Macroeconomy and Cross Commodity

Will Germany Have to Cut Nat Gas Consumption Beyond 15%?

Market

European security of gas supply is a topic that won't be going away any time soon. In this article, we discuss the latest proposals by the European Commission to introduce a 80% gas storage target by 1 November and Friday's deal between US and the Europe Union to increase LNG supplies by 15 bcm this year.

Market

A few laden Yamal LNG-chartered vessels that were earlier signalling their arrival at ports in France and Spain are waiting for orders to sail to new destinations suggesting a pre-emptive move by Yamal LNG ahead of a possible ban by the EU on Russian ships entering its ports.

Market

Russia’s Sovcomflot-owned 172,600 m3 Christophe de Margerie ice-class LNG carrier has diverted away from the UK and is sailing to France’s 8 mtpa Montoir LNG receiving facility, following the UK’s decision to ban ships with Russian connections entry to its ports.

Data & Tech

A case study showing how to use Kpler’s proprietary data for better analysis of long-term freight dynamics in the Asian LNG market

Market

In this update Alex Booth, Kpler's Head of Research comments on the developments through the day in Ukraine and the potential market and geopolitical ramifications.

Market

German Chancellor Olaf Scholz has put on ice the certification of the new Nord Stream 2 pipeline following President Putin’s decision to order troops into the Donbas region of Ukraine on “peacekeeping duties”.

Market

With spot LNG prices trading at record highs and roughly three times higher than last winter, plant operators have had a financial incentive to push output at liquefaction plants this winter.

Market

Negative round trip rates are a clear signal of vessel oversupply in the Atlantic. With the arbitrage likely to favour Europe over the coming months the market could move even lower but a sustained period of below zero rates is unlikely to persist.

Market

[NEWS] Malaysia’s state-owned Petronas is seeking to exercise its right to reduce contractual deliveries this winter to buyers with offtake from the Malaysia LNG (MLNG) 3 joint venture that comprises the firm’s 29.3 million tonnes a year (mtpa) Bintulu LNG export complex in Sarawak due to gas supply issues.